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Great Elm Group, Inc.

GEG
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001831096

No open-market purchases or sales by Great Elm Group, Inc. insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $13.5M in total; no superinvestor holds it.

Other share classesGEGGL

13F holders, Q1 2022

Institutional positions in Great Elm Group, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
33
−4 vs. Q4 2021
Shares held
12.5M
+11.8K (+0.1%) vs. Q4 2021
Total value
$22.7M
−$3.46M (−13.2%) vs. Q4 2021
New holders
0
10 more added
Sold out
4
8 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 33 institutions
Q1 2021: 37 institutionsQ2 2021: 34 institutionsQ3 2021: 35 institutionsQ4 2021: 38 institutionsQ1 2022: 33 institutionsQ2 2022: 30 institutionsQ3 2022: 32 institutionsQ4 2022: 34 institutionsQ1 2023: 30 institutionsQ2 2023: 32 institutionsQ3 2023: 32 institutionsQ4 2023: 31 institutionsQ1 2024: 30 institutionsQ2 2024: 30 institutionsQ3 2024: 30 institutionsQ4 2024: 25 institutionsQ1 2025: 25 institutionsQ2 2025: 24 institutionsQ3 2025: 27 institutionsQ4 2025: 27 institutionsQ1 2026: 23 institutionsQ2 2026: 25 institutions
Value heldQ1 2022: $22.7M
Q1 2021: $33.8MQ2 2021: $30.5MQ3 2021: $29.8MQ4 2021: $26.2MQ1 2022: $22.7MQ2 2022: $26.7MQ3 2022: $24.5MQ4 2022: $23.8MQ1 2023: $29.0MQ2 2023: $25.3MQ3 2023: $26.3MQ4 2023: $24.3MQ1 2024: $23.7MQ2 2024: $20.2MQ3 2024: $20.3MQ4 2024: $16.3MQ1 2025: $17.0MQ2 2025: $18.6MQ3 2025: $18.6MQ4 2025: $18.7MQ1 2026: $11.6MQ2 2026: $13.5M
Institutions holding GEG and their total value by quarter
QuarterHoldersValue
Q2 202625$13.5M
Q1 202623$11.6M
Q4 202527$18.7M
Q3 202527$18.6M
Q2 202524$18.6M
Q1 202525$17.0M
Q4 202425$16.3M
Q3 202430$20.3M
Q2 202430$20.2M
Q1 202430$23.7M
Q4 202331$24.3M
Q3 202332$26.3M
Q2 202332$25.3M
Q1 202330$29.0M
Q4 202234$23.8M
Q3 202232$24.5M
Q2 202230$26.7M
Q1 202233$22.7M
Q4 202138$26.2M
Q3 202135$29.8M
Q2 202134$30.5M
Q1 202137$33.8M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Great Elm Group, Inc.; share changes are against Q4 2021.

Institutions holding GEG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Northern Right Capital Management, L.P.2,567,084$4.65M2.13%00.0%Unchanged
Cove Street Capital, LLC1,596,929$2.89M0.51%+7,000+0.4%Added
Alden Global Capital LLC1,281,903$2.32M2.74%00.0%Unchanged
Kingdon Capital Management, L.L.C.1,259,049$2.28M0.39%00.0%Unchanged
Arbiter Partners Capital Management LLC1,150,000$2.08M1.52%00.0%Unchanged
Vanguard Group Inc953,484$1.73M0.00%−50,541−5.0%Reduced
Renaissance Technologies LLC731,376$1.32M0.00%−27,500−3.6%Reduced
Royce & Associates LP682,245$1.24M0.01%00.0%Unchanged
Trellus Management Company, LLC381,019$690.0K0.86%00.0%Unchanged
BlackRock Inc.347,495$628.0K0.00%−1,656−0.5%Reduced
Clayton Partners LLC298,000$539.0K0.45%+98,000+49.0%Added
Cannell Capital LLC277,397$502.0K0.08%−39,833−12.6%Reduced
Geode Capital Management, LLC199,017$360.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC183,597$332.0K0.01%+38,400+26.4%Added
Dimensional Fund Advisors LP132,858$240.0K0.00%00.0%Unchanged
Curated Wealth Partners LLC100,000$209.0K0.07%00.0%Unchanged
Oppenheimer Asset Management Inc.78,095$141.0K0.00%+621+0.8%Added
State Street Corp69,931$127.0K0.00%00.0%Unchanged
Royal Bank of Canada67,678$122.0K0.00%+20,000+41.9%Added
Morgan Stanley53,659$97.0K0.00%+156+0.3%Added
Northern Trust Corp43,093$78.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC27,153$49.0K0.01%−4,900−15.3%Reduced
Bank of New York Mellon Corp18,238$33.0K0.00%00.0%Unchanged
Trust Co of Toledo NA15,000$27.0K0.00%00.0%Unchanged
Greenwich Investment Management, Inc.13,623$25.0K0.01%+1,960+16.8%Added
Oppenheimer & Co Inc13,091$24.0K0.00%−1,644−11.2%Reduced
UBS Group AG1,745$3.00K0.00%−83−4.5%Reduced
Tower Research Capital LLC (TRC)1,772$3.00K0.00%+1,556+720.4%Added
Bank of America Corp1,375$2.00K0.00%−9−0.7%Reduced
Federation des caisses Desjardins du Quebec77$1390.00%00.0%Unchanged
Wells Fargo & Company159$00.00%+4+2.6%Added
FMR LLC3$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.311$00.00%+1+0.3%Added
Citadel Advisors LLC0$00.00%−22,815−100.0%Sold out
Eaton Vance Management0$00.00%−4,633−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−2,202−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−91−100.0%Sold out
Sphinx Trading, LP––––Not filed